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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
LPL Financial
California
+$59.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$47.9M
3
AAS
Avantax Advisory Services
Texas
+$38.3M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$30.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$24.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$41.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$26.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$25.3M
4
PAG
Private Advisor Group
New Jersey
-$19.3M
5
UBS Group
UBS Group
Switzerland
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
251
Transform Wealth
Colorado
$3.88M +$1.69M +17,404 +77%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$3.84M -$151K -1,553 -4%
D.E. Shaw & Co
253
D.E. Shaw & Co
New York
$3.84M -$15.7M -162,079 -80%
AC
254
Anson Capital
Georgia
$3.83M -$285K -2,941 -7%
S
255
Sunpointe
Missouri
$3.82M +$714K +7,367 +23%
TW
256
Trajan Wealth
Arizona
$3.81M -$12K -124 -0.3%
CB
257
Chris Bulman
California
$3.8M +$262K +2,702 +7%
FIA
258
Foundations Investment Advisors
Arizona
$3.79M +$1.63M +16,845 +76%
DWM
259
Darwin Wealth Management
Florida
$3.76M +$2.55M +26,343 +212%
RGC
260
Roberts, Glore & Co
Illinois
$3.73M -$52K -536 -1%
AO
261
Advisor OS
Illinois
$3.72M +$592K +6,109 +19%
CFP
262
Cascade Financial Partners
California
$3.71M – – –
KDA
263
Kraft Davis & Associates
Missouri
$3.6M +$35.1K +372 +1%
VF
264
VitalStone Financial
Texas
$3.54M -$467K -4,813 -12%
Qube Research & Technologies (QRT)
265
Qube Research & Technologies (QRT)
United Kingdom
$3.53M +$3.53M +36,433 New
CWM
266
Collaborative Wealth Management
Florida
$3.51M -$11.2K -116 -0.3%
PA
267
Paragon Advisors
Texas
$3.45M +$145K +1,491 +4%
SWM
268
SFG Wealth Management
Maryland
$3.33M -$4.46K -46 -0.1%
RWA
269
Rooted Wealth Advisors
Illinois
$3.29M -$3.21M -33,620 -49%
CPC
270
Cookson Peirce & Co
Pennsylvania
$3.24M -$199K -2,049 -6%
SFPG
271
Stonebridge Financial Planning Group
Florida
$3.21M +$749K +7,725 +30%
FP
272
Fiduciary Planning
Florida
$3.15M -$926K -9,551 -23%
FPGT
273
Financial Partners Group (Tennessee)
Tennessee
$3.12M +$42.7K +440 +1%
KAS
274
KPP Advisory Services
Kentucky
$3.11M +$229K +2,358 +8%
WS
275
Wedbush Securities
California
$3.08M +$374K +3,857 +14%
9 10
11
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